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[@SansyzbayevDair](/creator/twitter/SansyzbayevDair)
"💾 HDDs Back in Play Supply constraints = margin upside for: Western Digital (NASDAQ:WDC) Seagate (NASDAQ:STX) $WD has PMR capacity edge short-term $STX better positioned long-term via HAMR migration 🌏 Macro Sentiment: Asias Take Asian fund managers surprised by US market strength Concerns growing over: Tariff escalations Potential GPU export curbs into Malaysia & Thailand #WDC #STX #HAMR #PMR #GPUs #Servers #Dell #Gigabyte #Seagate #AIChips #TechStocks #Tariffs #Malaysia #Thailand"  
[X Link](https://x.com/SansyzbayevDair/status/1944778835163234414) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-07-14T15:19Z XXX followers, XXX engagements


"Markets bounce back after Friday's tariff selloff 📈 Key moves: Nasdaq +1.73% S&P +1.15% Chips rally on softer China trade talk: $TSM $NVDA $AMD 10Y yield down 10bps to XXXX% Oil at $60/barrel Bitcoin +2.4% to $114K Bank earnings kick off this week. Global markets green across Asia/Europe 🌍"  
[X Link](https://x.com/SansyzbayevDair/status/1977731144633225332) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-13T13:40Z XXX followers, XXX engagements


"🚀 HSBC upgrades Nvidia $NVDA to Buy from Hold citing expanding AI GPU TAM beyond hyperscalers and sustained earnings growth. 🔹 PT raised to $XXX (from $200) 🔹 FY27 data center rev. est. lifted to $351B vs. $258B consensus 🔹 Expect easing China GPU risks amid possible US-China trade deal 🔹 CoWoS wafer allocation est. up to 700K (+140% YoY) HSBC: AI GPU TAM keeps growing beyond CSP capex"  
[X Link](https://x.com/SansyzbayevDair/status/1979165422210416798) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-17T12:39Z XXX followers, XX engagements


"🚨 $TSLA Cybertruck sales collapsed XX% in Q3 to 5385 units. Ford F-150 Lightning sold 2x more. Rivals gaining ground while quality issues & $80K+ pricing killed demand. #Tesla #TSLA"  
[X Link](https://x.com/SansyzbayevDair/status/1980255026644664323) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-20T12:49Z XXX followers, XX engagements


"🚨 JP Morgan: $NVDA $AMD $AVGO may have MORE revenue upside ahead as the AI boom continues 📈"  
[X Link](https://x.com/SansyzbayevDair/status/1980971910101115190) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-22T12:18Z XXX followers, XXX engagements


"📈 Susquehanna raised price targets across #semis ahead of Q3 results citing a sustained upcycle. ⚙ AI PCs ramping fast $INTC $AMD 📱 Strong iPhone demand boosts $CRUS $SWKS $QRVO $QCOM New PTs: $COHR $XXX $CRDO $XXX $CRUS $XXX $QCOM $XXX #AI #Chips #Investing"  
[X Link](https://x.com/SansyzbayevDair/status/1981043590085173642) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-22T17:02Z XXX followers, XXX engagements


"🚀 Bank of America sees the #semiconductor market hitting $1T by 2027 up from $860B prior driven by surging AI demand 🤖 💾 Memory (HBM DRAM NAND) & data center/AI components lead growth while consumer/auto lag. 📈 BofAs top picks: 💰 $NVDA 🧠 $AVGO ⚡ $AMD 🔬 $LRCX 🔍 $KLAC They expect chip sales of $745B (2025) $870B (2026) $971B (2027) and sustained equipment spending ahead. #AI #Chips #Investing"  
[X Link](https://x.com/SansyzbayevDair/status/1980318254674436536) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-20T17:00Z XXX followers, XXX engagements


"$TSLA Q3: Record cash flow ambitious promises and some serious questions. Musk says 3M vehicles/year in XX months "100% confidence" in unsupervised FSD and Optimus is "the biggest product of all time." I've heard bold timelines before. Here's what I'm actually watching: 🧵"  
[X Link](https://x.com/SansyzbayevDair/status/1981249154102743490) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-23T06:39Z XXX followers, XX engagements


"The financials are solid. $4B free cash flow $41B cash on hand XX% revenue growth across all regions. Tesla's core business is printing money. That's not in question. What IS in question is where they're about to spend it"  
[X Link](https://x.com/SansyzbayevDair/status/1981249156329951267) [@SansyzbayevDair](/creator/x/SansyzbayevDair) 2025-10-23T06:39Z XXX followers, X engagements